Ensora Mental Health Ideas Portal
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Reporting

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Display filters on exported reports

When I run a report and export it, show the date filter and any other filters I've applied at the top of the report so I can clearly understand the data I'm reviewing.
Guest almost 5 years ago in Reporting 12 Future consideration

Payroll reports by billed sessions (not by payout)

We pay our clinicians weekly based upon designated percentages of each insurer's contracted rate for each session kept. This means that we are routinely paying out wages for sessions that have not yet been paid by the insurance company. The curren...
Guest almost 7 years ago in Reporting 9 Future consideration

Report on intake form status for clients

Allow me to run a report that will show all the intake documents that were sent to clients and the status of each document.
Guest over 3 years ago in Reporting 7 Future consideration

Add last payment and last appointment date to invoice aging report

As this is the report that we use to track clients with outstanding client balances, it would be helpful for the report to include: the date of the last client payment, the date the client was last seen, and the date the client is scheduled to be ...
Kayla Wilson about 2 months ago in Reporting 0 Future consideration

Include diagnosis codes in reports

When running reports in TheraNest, allow me to include the client's diagnosis code(s).
Guest almost 6 years ago in Reporting 14 Future consideration

Report on number of clients seen per therapist

Allow me to run a report that displays the number of clients a therapist has seen over a given time period.
Guest about 11 years ago in Reporting 3 Future consideration

Add payers to the detailed attendance report

When running the detailed attendance report, allow me to include the client's primary, secondary, and tertiary payers.
Guest over 3 years ago in Reporting 9 Planned

Payer aging report

Allow me to run an aging report for payers by client so that I can follow up with payers.
Guest over 7 years ago in Reporting 5 Future consideration

Report on client ledgers

Allow me to run a report that will show each client's balance, credits, and unapplied payments.
Guest over 4 years ago in Reporting 5 Future consideration

Remember report filters

When I run a report in TheraNest, have TheraNest remember the filters I used so that if I navigate somewhere else and come back I don't have to reapply those filters again.
Guest about 4 years ago in Reporting 5 Future consideration